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iShares Core S&P Small-Cap ETF

2,829 hedge funds and large institutions have $83.6B invested in iShares Core S&P Small-Cap ETF in 2026 Q2 according to their latest regulatory filings, with 221 funds opening new positions, 1,123 increasing their positions, 1,136 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 221 | Existing positions closed: 85

21% more capital invested

Capital invested by funds: $68.8B → $83.6B (+$14.8B)

5% more funds holding in top 10

Funds holding in top 10: 335353 (+18)

3% more funds holding

Funds holding: 2,7472,829 (+82)

0.6% more ownership

Funds ownership: 74.61%75.21% (+0.6%)

1% less repeat investments, than reductions

Existing positions increased: 1,123 | Existing positions reduced: 1,136

22% less call options, than puts

Call options by funds: $64.1M | Put options by funds: $82.5M

Holders
2,829
Holders Change
+82
Holders Change %
+2.99%
% of All Funds
34.19%
Holding in Top 10
353
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+5.37%
% of All Funds
4.27%
New
221
Increased
1,123
Reduced
1,136
Closed
85
Calls
$64.1M
Puts
$82.5M
Net Calls
-$18.4M
Net Calls Change
-$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2451
Dopkins Wealth Management
New York
$253K
RIP
2452
RAM Investment Partners
Washington
$252K
KDA
2453
Kraft Davis & Associates
Missouri
$252K -$11.8K -86 -5%
KJWM
2454
Kiley Juergens Wealth Management
Washington
$252K +$2.47K +18 +1%
GWL
2455
Generations Wealth LLC
Ohio
$252K +$233K +1,697 New
LF
2456
LifePlan Financial
Minnesota
$251K -$9.74K -71 -4%
SF
2457
Steffes Financial
Kansas
$251K +$6.31K +46 +3%
AGP
2458
Aspire Growth Partners
Florida
$251K +$2.75K +20 +1%
WW
2459
Waterfront Wealth
Kansas
$251K -$27K -197 -10%
GWP
2460
Gen-Wealth Partners
Michigan
$250K +$1.24K +9 +0.5%
BIG
2461
Brookwood Investment Group
Arizona
$250K -$131K -954 -36%
AT
2462
Adelphi Trust
Florida
$250K -$150K -1,095 -39%
SFGP
2463
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$249K +$4.12K +30 +2%
JWM
2464
Jacksonville Wealth Management
Florida
$248K
CW
2465
Code Waechter
Florida
$248K +$3.84K +28 +2%
IWAO
2466
Independence Wealth Advisors (Ohio)
Ohio
$248K +$137 +1 +0.1%
PP
2467
Patron Partners
Texas
$247K -$13.7K -100 -6%
PIN
2468
Prudent Investors Network
California
$247K -$103K -747 -31%
MWM
2469
Maridea Wealth Management
New York
$247K +$228K +1,663 New
AWP
2470
Ascent Wealth Partners
New York
$246K -$549 -4 -0.2%
WFC
2471
Western Financial Corp
California
$246K +$137 +1 +0.1%
MC
2472
Miramar Capital
Illinois
$245K
IWM
2473
Integris Wealth Management
California
$245K -$9.33K -68 -4%
HH
2474
HWG Holdings
Texas
$245K +$226K +1,650 New
JLBC
2475
J.L. Bainbridge & Co
Florida
$244K -$20.6K -150 -8%

IJR Hedge Fund Activity: Q2 2026 in Review

2,829 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Small-Cap ETF (IJR) for Q2 2026, worth a combined $83.6B — up 21% from $68.8B a quarter earlier.

Buyers outnumbered sellers: 221 funds opened new IJR positions and 85 closed out — a net gain of 136 holders — while 1,123 added to existing stakes and 1,136 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $392M. The largest seller was Envestnet Asset Management, cutting an estimated $229M.

  • 2,829 institutional investors held iShares Core S&P Small-Cap ETF (IJR) as of Q2 2026, up from 2,747 in Q1 2026.
  • Funds reported $83.6B of iShares Core S&P Small-Cap ETF stock for Q2 2026, up 21% quarter-over-quarter.
  • 221 funds opened new iShares Core S&P Small-Cap ETF positions in Q2 2026 and 85 closed out, a net change of +136 holders.
  • The largest iShares Core S&P Small-Cap ETF buyer in Q2 2026 was Jones Financial Companies, an estimated $392M added.
  • The largest iShares Core S&P Small-Cap ETF seller in Q2 2026 was Envestnet Asset Management, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2026.